Tax Blog

Our tax blog is dedicated to CFOs, Tax Directors and Business Owners looking to improve profitability, grow their business or implement a succession plan. At Armanino, we see the tax function as a key strategic tool—as nothing less than a vital means of moving you and your company forward. While we excel in making sure our clients meet regulatory requirements—both domestic and global—that just scratches the surface of what we do.

May 12, 2020

Estate Planning – Gifts You Can Still Access

Married couples with a net worth of $12 million and up should consider this estate planning technique. As you may know, the 2017 Tax Cuts and Jobs Act (“TCJA”) changed the estate and gift tax regime by increasing the amount of assets an individual may pass to their heirs tax-free (referred to as the “lifetime …